Stolper Co
Top Portfolio Positions
82 positions ·
$355,290,248 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OKE |
Oneok Inc /New/
Energy
|
248,207 | $22,435,430 | 6.31% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
110,907 | $19,986,550 | 5.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
62,424 | $16,891,310 | 4.75% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
19,547 | $16,536,566 | 4.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
54,984 | $16,174,093 | 4.55% | |
| AAPL |
Apple Inc.
Technology
|
57,531 | $14,600,792 | 4.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
44,229 | $14,546,475 | 4.09% | |
| CVX |
Chevron Corp
Energy
|
54,671 | $11,311,429 | 3.18% | |
| MSFT |
Microsoft Corp
Technology
|
29,873 | $11,058,088 | 3.11% | |
| AEP |
American Electric Power Co Inc
Utilities
|
81,174 | $10,640,287 | 2.99% |
Portfolio Trend
Holdings in ISD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,681,032 | 127,738 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $573,489 | 39,633 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $561,812 | 39,069 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $553,210 | 39,041 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $530,655 | 37,239 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $503,478 | 36,804 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $527,475 | 37,839 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $497,103 | 38,595 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $492,269 | 37,896 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $417,869 | 33,918 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $381,601 | 32,394 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $408,618 | 32,900 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $411,249 | 33,709 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $409,170 | 34,471 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $411,943 | 35,697 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $422,405 | 34,314 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $491,042 | 34,219 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $500,904 | 31,209 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $473,006 | 29,126 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $438,866 | 26,974 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $420,283 | 26,838 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $408,285 | 27,219 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $382,702 | 27,712 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $348,081 | 26,310 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $303,164 | 26,180 | Shares | Sole | 2020-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||